EIN 26-4520720

Step USA

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Jackson
State
Year formed
2009
Most recent tax filings
2023-03-01
NTEE code, primary
Description
Step USA educates professionals on international private client matters through monthly meetings, webinars, conferences, and special events. Its mission is to provide a professional organization for this purpose.
Also known as...
Society of Trust and Estate Practitioners Us
Total revenues
$373,144
2023
Total expenses
$322,162
2023
Total assets
$1,060,484
2023
Num. employees
0
2023

Program areas at Step USA

The primary program services are monthly educational meetings, webinars, annual conferences, and special educational events.

Personnel at Step USA

NameTitleCompensation
Christopher M ReimerChair$0
Paul SczudloVice - Chair$0
Lewis LinnTreasurer$0
Ellen KratzerImmediate Past Chair$0
Stephanie KriegelSecretary$0
...and 2 more key personnel

Financials for Step USA

RevenuesFYE 03/2023
Total grants, contributions, etc.$30,000
Program services$342,498
Investment income and dividends$646
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$373,144

Form 990s for Step USA

Fiscal year endingDate received by IRSFormPDF link
2023-032023-10-30990View PDF
2022-032022-12-13990View PDF
2021-032022-01-28990View PDF
2020-032021-06-30990View PDF
2019-032020-09-09990View PDF
...and 6 more Form 990s
Data update history
January 20, 2024
Posted financials
Added Form 990 for fiscal year 2023
January 20, 2024
Updated personnel
Identified 14 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 7, 2023
Updated personnel
Identified 5 new personnel
June 12, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Professional associationsBusiness and community development organizationsDisease-focused nonprofitsHeadquarter / parent organizations
Issues
HealthMedical disciplinesCommunity improvementBusiness and industry
Characteristics
MembershipsCommunity engagement / volunteeringNo full-time employees
General information
Address
PO Box 3099
Jackson, WY 83001
Website URL
step.org/about-step/usa 
Phone
(213) 250-5800
IRS details
EIN
26-4520720
Fiscal year end
March
Taxreturn type
Form 990
Year formed
2009
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
G90: Medical Disciplines
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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